Our view on
Economics & Markets
Macroeconomics and movements in financial markets impact many aspects of our lives. Having a well-informed view of what could transpire can help mitigate the risks we face and uncover profitable opportunities.
Our most recent publications
December 16, 2024
Weekly Macro & Markets View, Week 51
-
The ECB cuts interest rates by
0.25%, taking the deposit rate to 3%
There will be more cuts to come in 2025, with the deposit rate likely to reach 2% by mid-year. - US headline inflation picks up to
2.7% YoY while core inflation stays
at 3.3% YoY
Price pressure remains elevated with the Fed likely to proceed more cautiously following the expected rate cut this week. - The Central Bank of Brazil surprises
the market by raising interest rates
100bps
This decision comes amid a context of a healthy economy and persistently high inflation.
December 13, 2024
Inflation Focus - Q4
Key developments
- The US election outcome shifts the trajectory for global growth and inflation, with a more divergent outlook expected
- US inflation declines are set to slow amid stronger growth and more restrictive trade and immigration policies
- Downward inflation trajectories remain intact in most other regions, given weaker growth and easing labour markets
- Central banks are set to remain focused on inflation, with policy easing proceeding at a gradual pace
December 10, 2024
Economic and Market Outlook 2025: A state of flux
As 2024 draws to a close the Great Normalisation (as we had termed it) of falling inflation, progressive cuts in policy rates and trend-like global growth, is now in doubt.
Explore publications
Explore our publications
Weekly Macro & Markets View
Weekly Macro & Markets View
Designed to give clear interpretation of the previous week’s macroeconomic and financial market developments. This publication represents how Zurich sees the financial landscape evolving on a week-by-week basis.
Monthly Investment Insights
Monthly Investment Insights
Structured to give a succinct view of the investment outlook and economic prospects for the coming months. Focus is on key developments from an investment perspective, with a tactical view presented on the major asset classes of equities, credit and government bonds.
Inflation Focus
Inflation Focus
A quarterly publication, conveying the most likely outlook for inflation over the subsequent 12-24 months. Global and regional views are provided, detailing the driving forces behind the outlook. Point forecasts are offered for the major coverage areas, with short-term moves and pressures also identified.
Topical Thoughts
Topical Thoughts
Investigative research on specific issues that affect the business environment, with expert thoughts and opinions provided on an ad hoc basis.
Economic and Market Outlook
Economic and Market Outlook
With a 12 months focus, this publication is designed as a reference document for multiple user groups. It is segmented by region and provides in-depth coverage of both economic and financial market fundamentals, as well as the underlying trends that are observed.
Mid-Year Outlook
Mid-Year Outlook
An update on the Economic & Market Outlook is provided, gauging developments and projecting how the months ahead are likely to unfold.
Videos and Podcasts
To compliment some publications, a series of short videos and, in the case of Topical Thoughts and the Economic and Market Outlook, more detailed podcasts are available.
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